Westside Investment Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Westside Investment Management’s Portfolio CFA Stock Details CFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$148K	Hold	1,500	–	–	0.02%	351
2026 Q1	$137K	Hold	1,500	–	–	0.02%	352
2025 Q4	$137K	Hold	1,500	–	–	0.02%	337
2025 Q3	$136K	Buy	1,500 +423	+39%	+$37.9K	0.02%	343
2025 Q2	$94.7K	Sell	1,077 -1,711	-61%	-$143K	0.02%	355
2025 Q1	$235K	Hold	2,788	–	–	0.05%	218
2024 Q4	$237K	Hold	2,788	–	–	0.05%	213
2024 Q3	$240K	Hold	2,788	–	–	0.05%	213
2024 Q2	$221K	Hold	2,788	–	–	0.05%	215
2024 Q1	$227K	Hold	2,788	–	–	0.05%	214
2023 Q4	$208K	Hold	2,788	–	–	0.05%	203
2023 Q3	$190K	Hold	2,788	–	–	0.05%	205
2023 Q2	$198K	Hold	2,788	–	–	0.06%	205
2023 Q1	$192K	Hold	2,788	–	–	0.06%	209
2022 Q4	$188	Hold	2,788	–	–	﹤0.01%	324
2022 Q3	$169	Hold	2,788	–	–	﹤0.01%	327
2022 Q2	$179	Hold	2,788	–	–	﹤0.01%	325
2022 Q1	$206	Hold	2,788	–	–	﹤0.01%	324
2021 Q4	$216	Hold	2,788	–	–	﹤0.01%	308
2021 Q3	$198	Buy	2,788 +1,077	+63%	+$78.6K	﹤0.01%	304
2021 Q2	$121	Hold	1,711	–	–	﹤0.01%	327
2021 Q1	$114	Hold	1,711	–	–	﹤0.01%	320
2020 Q4	$106	Hold	1,711	–	–	﹤0.01%	289
2020 Q3	$92	Hold	1,711	–	–	﹤0.01%	304
2020 Q2	$86	Hold	1,711	–	–	﹤0.01%	290
2020 Q1	$72	Buy	+1,711	New	+$89.5K	﹤0.01%	300

Other funds holding CFA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Westside Investment Management's CFA Position: Q2 2026 in Review

Westside Investment Management held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q2 2026 at 1,500 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #351.

Westside Investment Management first reported a position in CFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $240K in Q3 2024. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

Westside Investment Management held 1,500 shares of VictoryShares US 500 Volatility Wtd ETF worth $148K as of Q2 2026.
Westside Investment Management left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US 500 Volatility Wtd ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #351 holding.
Westside Investment Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2020 and has held it in 26 quarters since.
Westside Investment Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $240K in Q3 2024.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.